October 3-4, 2019 - Ritz Carlton Beach Resort, Naples, Florida

This group live event awards up to 10 CPE credits in Regulatory Ethics, Business Management & Organization, and Economics, and has been applied for CLE credits.

This two day forum is full of pertinent and timely information dedicated to the board of directors, presidents, CEOs and any other senior level officer of community banks of any size. Both inside and outside directors will gain a better understanding of the duties, responsibilities and liabilities involved in this leadership role. Attendees will leave this event better equipped to contribute to the financial security, marketing efforts and solvency of their institution.

Who Should Attend? Community bank directors and all other senior bank officers.

Click here for information on sponsorship opportunities.

If you have any concerns or complaints about this event please contact Pete Brokaw at pbrokaw@floridabankers.com or (850) 701-3515.

Registration Prior to 9/3/19
FBA Member: $550.00/person
Non-Member: $1,100.00/person

Registration After 9/3/19
FBA Member: $600.00/person
Non-Member: $1,200.00/person

Register for the Event Below


Click here to download a brochure

Attending in person?
Be sure to download the FBA mobile app which 
allows users to connect with attendees using in-app messaging, know what to wear/pack as well as view presentation materials or agendas when attending (depending on event). 

THURSDAY, OCTOBER 3rd

7:30 a.m. - 8:30 a.m. - Registration Desk Opens & Continental Breakfast

8:30 a.m. - 10:30 a.m. - Session One
Forum Emcee
Joseph "Jody" Hudgins
Senior E.V.P. & Chief Credit Officer, First Florida Integrity Bank

Opening Remarks
Anthony DiMarco
Executive Vice President & Director of Governmental Affairs, Florida Bankers Association

Keynote Address
Jeremy W. Smith
Director, Financial Institutions Division, Florida Office of Financial Regulation

“2019 Banking Developments”
Gregory K. Bader, Esq., Shareholder, Gunster
Thomas A. Hickey, Shareholder, Gunster
This session will give an overview for directors of 2019 banking issues and industry developments. It will focus on how bank boards are approaching the ongoing consolidation in the banking industry and the critical relationship between employee issues and the preparation for a merger. We will review recent trends in bank executive compensation, 280G tax issues, change in control agreements and related restrictive covenant issues. We will also highlight the importance of bank executive compensation issues in the merger process as well as the cultural aspect of bringing two banking organizations together. In addition, we will cover the critically important issue of maintaining sufficient capital, and the approaches that banks are taking to manage capital planning, and the process of working with investors and capital sources.

10:30 a.m. - 10:45 a.m. - Refreshment Break
Sponsored by: ICBA Preferred Services

10:45 a.m. - 12:00 p.m. - Session Two
"Regulator Panel"
Donald Bardwell
Director of Examinations, Federal Reserve Bank of Atlanta
David L. Batlle
Area Financial Manager, Florida Office of Financial Regulation
Christopher T. Hall
Field Supervisor, Tampa Field Office, FDIC
Marilyn A. Bueno
Assistant Deputy Comptroller, North Florida Field Office, OCC

12:00 p.m. - 1:00 p.m. - Lunch
Sponsored by: College Ave Students Loans

1:00 p.m. - 2:30 p.m. - Session Three
“Hot Topics in BSA and Regulatory Compliance - From the Nuts and Bolts to the Big Picture”
Kristen Stogniew, Esq., Shareholder, Saltmarsh, Cleaveland & Gund
This session will focus on current BSA/AML, compliance and legal concerns, as well as provide the technical training your regulators expect you to have in fulfilling your oversight role. It will provide best practices for compliance governance, including board reporting and risk assessments, to inspire your banks to improve the quality and efficiency of directorate oversight of the Bank's BSA and compliance programs and help you keep your banks out of compliance trouble.

2:30 p.m. - 2:45 p.m. - Refreshment Break

2:45 p.m. - 4:15 p.m. - Session Four
“Compensation Trends and Best Practices”
Mike Blanchard, Esq., CEO, Blanchard Consulting Group
Joseph ShaeferConsultant, Equias Alliance, an NFP Company
The landscape surrounding total compensation practices in community banking continues to change. The previous economic downtown and current economic uncertainty, increased regulation, the tax reform bill, public perception, and shareholder activists have all had an impact on today’s banking compensation environment. The ultimate result of these changes – some by necessity, some by choice, and others by regulatory force – has yet to be determined. The one certainty is there will continue to be change. This session will discuss trends in executive and board compensation, performance-based compensation strategies for community banks, and executive and director non-qualified benefits and compensation committee best practices.

5:00 p.m. - 6:00 p.m. - Networking Reception
Drink Tickets Sponsored by: Nelson Mullins

FRIDAY, OCTOBER 4th

7:30 a.m. - 8:30 a.m. - Registration Desk Opens & Continental Breakfast
Sponsored by: Federal Home Loan Bank of Atlanta

8:30 a.m. - 10:00 a.m. -Session Five
"The Generations in our Workforce”
Kris RockyPerformance Partner, Center for Practical Management
This session will help participants to discover ways to leverage generational differences in the workplace for better, stronger individual and team performance. It will also cover important facts on changing demographics in the U.S. workforce; trends in consumerism and employment by generational groups; and generalized employee attributes from Boomers to Millennials. This presentation will explore the influence of technology on the workplace and workforce and prepare you and your financial institution for organizational response and preparedness. 

10:00 a.m. - 10:15 a.m. - Refreshment Break

10:15 a.m. - 11:45 noon - Session Six
“Florida and U.S. Economic Update”
Dr. Thomas PayneDean, College of Business, Tennessee Tech University
From trade policy to interest rates, the regional, U.S., and global economies are increasingly interdependent. Political and socioeconomic changes are impacting fiscal, regulatory, and monetary policy. What impact will trade, taxation, immigration, and regulatory policies have on the economy as we move into 2020? How will demographic, technological, and social change affect your bank and the communities it serves? Today’s community bank leaders are working harder than ever to claim market space, build reputation, and attract, develop, and retain talent. What strategies will help your institution maintain its edge and competitive advantage? You will not want to miss this vision inspiring presentation and indicator based forecast focusing on asset values, workforce productivity, economic growth, and the success of your bank and its customers.

11:45 p.m. - Adjournment

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